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GeoWatch
Essential technology and geopolitical news recap.
Essential technology and geopolitical news recap, GeoWatch, focuses on the tech supply chain, providing effortless insights.

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IN THE NEWS
Tuesday 17 December 2024
Samsung pivots to mature processes in China, navigating US export controls
Samsung Electronics is doubling down on mature process foundry services while strengthening partnerships with IC design firms to expand its footprint in China, carefully navigating...
Tuesday 17 December 2024
Asia's floating wind race: South Korea, Taiwan set sail as Japan stays in port?
The competition to dominate Asia's nascent floating offshore wind market is intensifying, with Taiwan and South Korea emerging as frontrunners while Japan's cautious approach risks...
Tuesday 17 December 2024
China targets Nvidia as cloud firms navigate AI chip restrictions
The Chinese government has ramped up actions against Nvidia, including reopening antitrust investigations and abruptly removing all products from the company's Tmall flagship store...
Tuesday 17 December 2024
Compeq to begin mass production at new Thailand plant in 1Q25
Taiwan-based tier-1 high-density interconnect (HDI) board maker Compeq Manufacturing has opened its first production base in Southeast Asia located in Thailand. The facility will...
Tuesday 17 December 2024
Kaynes Semiconductor secures anchor customer in power electronics domain
India's Kaynes Semiconductor has aligned with a major anchor customer in the power domain, focusing on IGBT (Insulated-Gate Bipolar Transistor) and IPM (Intelligent Power Module)...
Tuesday 17 December 2024
Beyond China: display maker EDT to expand bases in SEA
Amid growing US-China tensions, display maker EDT is preparing to diversify its manufacturing footprint beyond Taiwan, joining a wider industry shift that could reshape Asia's tech...
Tuesday 17 December 2024
Google appoints new India head in AI push
Google has appointed Preeti Lobana as the new country manager and VP for its India operations, succeeding Sanjay Gupta, who was promoted to president of the Asia-Pacific region in...
Tuesday 17 December 2024
Chinese EV brands take center stage at Thailand auto show
The Thailand International Motor Expo 2024 showcased 43 brands from nine regions, highlighting Chinese automakers' dominance in the EV sector. Chinese brands capitalized on growing...
Tuesday 17 December 2024
Biden's bow-out embargo expose glaring gaps in China's HBM localization
The surging AI market has driven unprecedented demand for high-bandwidth memory (HBM), placing significant strain on supply chains. In early August, reports surfaced that the Biden...
Tuesday 17 December 2024
Japan fast-tracks next-gen supercomputer development for 2030
The Japanese government has accelerated plans to develop a next-generation supercomputer by the fiscal year 2030, succeeding the renowned Supercomputer Fugaku. This ambitious project,...
Monday 16 December 2024
China's AI servers see a rise in local chip adoption, procurement policy threatens Nvidia
In response to the US export control regulations introduced on December 2, China's Ministry of Finance issued a notice on December 5 regarding government procurement standards and...
Monday 16 December 2024
South Korea's FuriosaAI takes on global AI chip race with 'RNGD'
FuriosaAI, a Seoul-based AI chip startup founded in 2017, is making waves in the AI hardware market with its innovative accelerator chips aimed at hyperscale data centers and enterprises...
Monday 16 December 2024
SiC demand surges as China's EV charging infrastructure expands
In a significant push to support its burgeoning electric vehicle sector, China's charging infrastructure has surged to 12.35 million charging units, with silicon carbide (SiC) becoming...
Monday 16 December 2024
Rapidus faces three major challenges in 2nm chip production
According to Nikkei, Rapidus chairman Tetsuro Higashi stressed in an interview that achieving the goal of producing 2nm chips involves overcoming three significant challenges-...
Monday 16 December 2024
Google to accelerate production shift from China to Vietnam amid US trade tensions
In response to the potential tariffs announced by Donald Trump, Google is expediting its move to shift production from China to Vietnam, aligning with the "China +1" strategy adopted...